Navigating Investment Management: Culture, AI, and Reporting Evolution

Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital,  a private equity firm based in San Francisco and founded in 1988.

In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas.

This conversation is a case study on having one strategy and one office.

Melissa shares her thoughts on how the industry has changed and how their operations, reporting and service provider model have evolved while expanding their LP base globally. 

We then go further down the chain to explore the current state of portfolio companies and how go-to-market playbooks have changed from an all-in-one approach to using a specialist model on things like talent management, capital markets and finance.

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